As gatekeepers of specialized knowledge, we believe in making it accessible and sharing the language that opens doors, grant coffers, and pathways to wealth for those who have been excluded. We offer training in a variety of topic areas and formats. No matter the audience, we are committed to helping you work better.

Training is offered as one on one, private group, and public group sessions.

One on One & Organizational Trainings

How to Build and Maintain Operational Systems

We can help you design user friendly and approachable systems that work

How to Review a 990

Feel overwhelmed and lost when asked to review a 990? This training will highlight key areas for review and why each is important

QB Data Entry for Nonprofits

We offer beginner, intermediate and advanced training on how to effectively use QB in a nonprofit environment

Grant tracking in QuickBooks

Learn how to record financial activity in a way that enables invoicing for reimbursable grants, and spenddown tracking for grant funds received up front.

Public Disclosure Commission Campaign Reporting

Campaign compliance is excessively complex. We offer customized training to help you stay compliant so you can worry about winning your campaign instead.

The Basics of Reading Financial Reports

This training will teach you how to understand the key data points in standard financial reports and how to interpret them


How to share power in your budgeting process! How to build a budget that your entire team can understand and use

Employee Onboarding

We can help you design user friendly and approachable systems that work

Restricted & Designated Funds

We can help you design user friendly and approachable systems that work

Public Trainings

QuickBooks Online Basic Training

  • Basic data entry
  • Generating custom reports
  • Customer and vendor profiles

QuickBooks Online Intermediate Training

  • Invoicing
  • Grant Tracking
  • Multi-entity allocations

1099-NEC & 1099-MISC Training

  • What are 1099s and why do they matter?
  • Who needs a 1099 and when is it prepared?
  • Pitfalls, tips and tricks!

How to read financial statements

  • Profit & Loss basics
  • Balance Sheet basics
  • Why net income doesn’t equal cash

Ready for better accounting?

Contact Us